StarZero All shows Try the podcast clipper →

Alternative Investment Management

9 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Jul 29, 2019 by Jon Harris · said 9 times in 4 episodes since 2019 · across every show →

Mentions by year

brought up most by Ted Seides (9)

tap a year for its mentions
0031612019202020212022episodesmentions
0112019202020212022episodes it came up in
0030.5612019202020212022episodesmentions per episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode
2019 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Alternative Investment Management, oldest first

Jul 29, 2019
Disclosure
Jon Harris uses a 10-minute desk timer to limit meeting drift
“We've started using a little timer clock in my office, so when people come in and they say, I need five minutes, I set it to 10 minutes, and so it's getting rid of that. Extra sort of sit around time.”
Jon Harris Jul 29, 2019 ▶ 58:59 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019
Disclosure
AIM issues flashlights, smoke masks, and go bags to new hires
“Everybody on our team gets a flashlight and a smoke mask and a whistle when they join. We have go bags”
Jon Harris Jul 29, 2019 ▶ 56:37 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019
Disclosure
Jon Harris leverages his personal LinkedIn network for AIM manager diligence
“We use my LinkedIn account as a firm, and so when we're meeting with managers, we'll connect to everybody within that firm. We then are able to get graduation years, so we can see everybody that went to Yale, And being able to find a warm connection and making…”
Jon Harris Jul 29, 2019 ▶ 23:45 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019 positive
Insight
Jon Harris prefers paying heavy incentive fees over guaranteed management fees
“I'm more than happy to pay in fees. I actually wake up every morning saying a prayer that I'm going to pay the most in fees that year that I've ever paid, but I'd rather be paying an incentive. And I don't want somebody to make money just for showing up. They …”
Jon Harris Jul 29, 2019 ▶ 45:15 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019 positive
Insight
Willingness to return capital is the best predictor of hedge fund success
“And yet some of these managers who I think that if you were to ask me, especially on the hedge fund side, if there was one characteristic to predict a successful manager, what would it be? I'd have to say is, are they willing to return capital? Because are the…”
Jon Harris Jul 29, 2019 ▶ 17:02 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019
Insight
Past performance predicts the future only when evaluating manager character
“We have a saying, which is past performance is not indicative of future performance, unless you're talking about one's character.”
Jon Harris Jul 29, 2019 ▶ 27:15 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019 positive
Disclosure
AIM asks prospective fund managers to show their personal Uber passenger ratings
“We always will bring up in the meeting, we'll get the person to show us their Uber score.”
Jon Harris Jul 29, 2019 ▶ 53:01 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019 positive
Assertion Not checkable as stated
Regional private equity managers frequently win founder-led deals without highest bids
“Many times our managers are not the highest bids in some of these more regional areas. It's because people trust them. They know what they're going to do with their business and how they're going to be as a partner.”
Jon Harris Jul 29, 2019 ▶ 22:08 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Jul 29, 2019
Insight
Hedge fund portfolio overlap stems from managers fearing being wrong alone
“A lot of people Feel they can be wrong, but they can't be alone, which is one reason that you see tremendous overlap in the hedge fund industry.”
Jon Harris Jul 29, 2019 ▶ 21:30 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more